Can you update a document in the mac app yet?

I would like to be able to open the document, click save and then it save back to the system. I lost a lot of work because that is what I thought it was doing originally, only to learn the hard way. Documents for me is pretty useless without a way to update it.


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Comments

  • This can be done via the web interface.

  • brentybrenty

    Team Member

    @bgarmen: Documents are intended as secure file storage, not a workspace for living documents; but indeed, you can drag one to replace another in the 1Password.com web interface. It may be something we can add to the app as well, depending on demand.

  • I encountered this problem today. I'm organizing scanned images of important documents (like passport) where both the image and the textual data in it are useful. I used to store these documents in Evernote but it's been rough. The mixture of image and text doesn't look clean and Evernote generally sucks at structured data.

    I had to make a change to one of the images and noticed that it's impossible to replace the file in the document with a new one in the Mac app. I thought about just importing the new image and deleting the old one but I had typed a LOT of meta data in that document. Maybe a way to merge the meta data of one document to another could be a workaround.

    P.S. I uploaded an image about 300MB in size and the web app crashes every time when viewing the document in Chrome. Maybe don't auto-preview the file when it's too large?

  • brentybrenty

    Team Member

    @zodiase: Sorry about that. Unfortunately there are some very real technical limitations within the browser. You'd need to upload a file that large using the desktop app instead. It will not work in Chrome, though smaller ones will.

  • cmw022cmw022 Junior Member

    @brenty Odd comment about "living documents" vs "secure file storage". What document doesn't change from time to time? I'm trying to use a 1PW shared vault to share information about my affairs, living will, POA, etc. with my family in case something happens to me. It would seem 1PW would be the ideal place for this. As opposed to, for instance, dropbox, which is not secure and has now been crippled by new limitations on free accounts. But the inability to update a document easily in the Mac app is a hassle. Also the lack of folders to organize Documents.

  • brentybrenty

    Team Member

    @cmw022: Okay, then save the new file to the shared vault in 1Password and other will have access to it. :)

    I don't know why you're trying to start an argument with me about a comment I made in conversation with someone else nearly a year ago. 1Password is a password manager, not a replacement for Dropbox. :tongue:

    Can you tell me what difficulty you're having adding a Document in 1Password for Mac? It seems to work here.

    "Folders" are not used anymore because we have tags, which can serve the same function without the limitations of folders (e.g. sync conflicts in shared vaults, items cannot belong to more than one folder at a time, etc.) But if you have specific suggestions on how you'd like to see us improve our implementation of tags, let us know. :)

  • cmw022cmw022 Junior Member

    @brenty Thanks for the reply. I apologize for the argumentative tone. The problem is not adding a document, it's updating a document when it changes. If I drag and drop the document to the list of documents, it creates a new one. OTOH if I drag onto the existing doc, it adds it as a new one and adds a "related items" link to the old doc.

    Also, tags are useful as a way to try to keep related docs together but as an additional way of organizing I'm adding them as attachments to a secure note. So when I update a document, I have to manually follow the following steps:

    1. Add the document
    2. Tag it
    3. Move the previous version to the Trash
    4. Edit the secure note and delete the related item (old version)
    5. Link Existing to the new version.

    Can you suggest an easier way to do this?

    I also tried updating the document in the web app. At first I had trouble with it not syncing to 1PW7 on my mac or if it did sync, when I tried to open it (with Safari, it is a .webarchive) Safari claimed it was damaged and instructed me to put it in the trash.

    I decided to change file formats to pdf --- I had several funky things happen with webarchive --- and repeated the experiment and that all works now and seems to be an adequate workaround.

    Thanks

  • brentybrenty

    Team Member
    edited May 18

    @cmw022: No worries. Thanks for being a good sport, and for clarifying! :chuffed:

    The problem is not adding a document, it's updating a document when it changes. If I drag and drop the document to the list of documents, it creates a new one. OTOH if I drag onto the existing doc, it adds it as a new one and adds a "related items" link to the old doc.

    It sounds like you want us to change 1Password's behaviour to allow a drag operation to replace the existing Document. That makes a lot of sense, and is probably worth considering. I'm not sure it makes sense for any other kinds of items, but I'm not sure how often people use the "drag file to existing item to create a new Document linked to that item" feature, so maybe there's room to change without messing up existing workflows.

    I really appreciate the info on how tags tied into this too. It wasn't clear to me earlier that it was connected, but that makes a lot of sense too in this context. I agree that workflow isn't very convenient, and we should do better. I think it just goes to show that there's still plenty of room to iterate on the (relatively new) Documents feature. I'll bring this up with the team. I can't promise these specific changes, but we do want to make Documents more useful and convenient for everyone. :)

    Finally, you also hit on something we've done in the web interface that hasn't made it to the native apps yet. I'm not sure we want it to work just like that, which is part of the reason we don't have this feature everywhere yet (rolling it out in the web app makes it available across all platforms, and allows us to tweak it more easily). But we'd definitely like to do something like that with the native apps eventually too. Thanks for taking the time to explain your use case and what you had in mind. That helps a lot as we continue to develop 1Password. Cheers! :)

    ref: b5/b5#6005

  • @brenty Just stopping by to mention I also encountered this UX/feature mismatch issue. Apologies if it's necromancing a thread, but here's my scenario:

    I needed to update a file in a shared vault, and like others got confused that drag & drop just created new linked files (Mac app v7.3.1). When I spot-checked my sanity with others using the shared vault, they also got confused ('could have sworn i was able to edit it before'). Seemed they also forgot this had to be done through the web interface.

    When I did check the web interface, I had consistently missed the [edit] button:

    • On a full-screen'd browser, it's not as obvious on the bottom right hand side.
    • As an outlined box without filling or call out styling, this further exacerbated the subtlety (props to the team on the clean UI, though)
    • I also expected it to be in the top left since the [edit] button is in the top left of the Mac OS app, because humans are creatures of habit.

    Thanks again for your hard work, and hope this is something that helps the team clarify and bring attention to the confusion. Cheers!

  • BenBen AWS Team

    Team Member

    Thanks for sharing your experience with this @morrob. I personally would love to have an easier way to update files that exist as Documents within 1Password.

    Ben

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